As a qualified Chartered Financial Planner and Chartered Accountant Jonathan has been working in the financial services industry for over 20 years providing financial advise to both personal and corporate clients.
Mathew was a high net worth mortgage broker for a number of years before deciding to become a Chartered Financial Planner in order to provide a more holistic wealth management proposition to his clients.
Stephen has over 30 years experience as a client relations manager within the financial services industry and is responsible for managing our clients service requirements
Dee is the glue that holds the business together. With over 30 years of Office Administration / Personal Assistant experience, Dee ensures the smooth running of the company, together with ensuring clients receive a first class level of support and service.